Indian pharma companies with exposure to GLP-1 receptor agonists and the weight loss medication market through CDMO, generics, or API supply.
Sectors represented: Healthcare, Capital Goods
We identify and classify emerging risks through analysis of internal and external data, industry trends,. market study, regulatory requirements and expert insights. e potential impact on. the business. We identify and classify emerging risks through analysis of internal and external data, industry trends,. market study, regulatory requirements and expert insights.
Biocon Limited Integrated Annual Report FY 2026. 222. and related metabolic disorders treatment are driven by the rapid adoption. of glucagon-like peptide-1 (GLP-1) based therapies. rbidities. Obesity. Biocon Limited Integrated Annual Report FY 2026. 222. and related metabolic disorders treatment are driven by the rapid adoption. of glucagon-like peptide-1 (GLP-1) based therapies.
At this point, I would like to address concerns and questions that we've been receiving from the. market regarding the impact of oral GLP-1s on the injectable. ted to continuous growth and innovation. At this point, I would like to address concerns and questions that we've been receiving from the. market regarding the impact of oral GLP-1s on the injectable. So it has always been known and.
In. untreated, underserved or refractory markets, innovators. are increasingly focusing on novel pathways and targets,. new modalities, such as cell therapies, bi-specifics, T-cell. engagers or nanobodies; oral therapies, combination. therapies, smaller indications, and inflammation, to. target unmet needs with similar efficiency at lower costs. ies, bi-specifics, T-cell.
The therapies are increasingly being adopted. beyond glycemic control, offering additional benefits. such as weight management and cardiovascular. risk reduction, thereby strengthening their role in. long-term metabolic care. Growth is supported by the expanding global patient. pool, with diabetes and obesity rates continuing to ular. risk reduction, thereby strengthening their role in.
This medicine reduces excess fluid levels in the body and is used to treat edema (fluid overload). associated with heart, liver, kidney, or lung disease. It is also used in treatment of hypertension (high blood pressure) and heart failure. ls in the body and is used to treat edema (fluid overload). associated with heart, liver, kidney, or lung disease.
So, if you can clarify sir, because you have got the approval from the CDSCO. about your generic version. htly differentiated product than the pure plain vanilla generic of Semaglutide. So, if you can clarify sir, because you have got the approval from the CDSCO. about your generic version. So, what strategy that you are likely to play here?. 17 of 19.
Several key trends are poised to shape the. sector’s trajectory and drive sustained, high-impact growth in the. coming years, some of the key ones are highlighted below. 1. ross the industry. Several key trends are poised to shape the. sector’s trajectory and drive sustained, high-impact growth in the. coming years, some of the key ones are highlighted below. 1.
These initiatives also. aim to reduce import dependence for critical raw materials while enhancing India’s global competitiveness. Despite the favorable long-term outlook, the industry continues to face certain challenges. aim to reduce import dependence for critical raw materials while enhancing India’s global competitiveness.
Insulin vial operations. commenced at Bhopal; cartridges. expected in Q3 FY26. WHAT WE COULD HAVE DONE BETTER. . Critical Care business – GM% has. improved due to Swiss backward. integration; we got delayed in lin vial operations. commenced at Bhopal; cartridges. expected in Q3 FY26. WHAT WE COULD HAVE DONE BETTER. . Critical Care business – GM% has. improved due to Swiss backward.
Unique competitive edge with GLP-1 is a significant factor for future success while the biologics. business has also picked up. 33. ▷FromalowbaseinFY20,wehaveaddedseveralnew. customersafterreceivingUSFDAapprovalinFY23(Two. inspectionsincludedinCY2022-PAI,DrugDevice,andGMP). ▷Ourbusinesscontinuestogrowaswepropelourgeographical. marketingeffortsandattractnewpartners.
I will join back the queue. Moderator: Thank you. Next question is from Shashank Krishnakumar from Emkay Global. Please go ahead. Shashank Krishnakumar: Hi, thanks for taking my question. Thank you. I will join back the queue. Moderator: Thank you. Next question is from Shashank Krishnakumar from Emkay Global. Please go ahead. Shashank Krishnakumar: Hi, thanks for taking my question.
Global demand is shifting towards differentiated and. high-value products, including biologics, antibody-drug. conjugates, cell and gene therapies, biosimilars and. GLP-1 therapies for diabetes and obesity management. Demand for GLP-1 weight-loss drugs remains strong, with s, including biologics, antibody-drug. conjugates, cell and gene therapies, biosimilars and.
This quarter Liraglutide was. also launched in other markets of UK and Australia. of~$767 million. . GLP-1s, Pens, and Cartridges:The company launched its first partneredGLP-1, Liraglutide, in Q4 FY25. This quarter Liraglutide was. also launched in other markets of UK and Australia. We are aggressively increasing our GLP-1/Pen/cartridge capacity from~40 million. to 140 million units. .
And the second question I have is related to this only. Like we have a very good. presence in cardiology now. We are almost present across hypertension to heart-. related issues, everything, cardiac. second question I have is related to this only. Like we have a very good. presence in cardiology now. We are almost present across hypertension to heart-. related issues, everything, cardiac.
Foreign Direct Investment: Foreign investors consider Indian. pharmaceutical industry as a lucrative sector and infuse. capital, supporting manufacturing capacity expansion. Foreign. investment flows in this sector crossed more than INR 131. Indian. pharmaceutical industry as a lucrative sector and infuse. capital, supporting manufacturing capacity expansion. Foreign.